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FAS Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

FAS Wealth Partners’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
4,349
+1
+0% +$334 0.08% 156
2026
Q1 		$1.3M Sell
4,348
-147
-3% -$46K 0.08% 155
2025
Q4 		$1.41M Buy
4,495
+16
+0.4% +$5K 0.09% 144
2025
Q3 		$1.38M Sell
4,479
-955
-18% -$283K 0.09% 143
2025
Q2 		$1.55M Buy
5,434
+912
+20% +$240K 0.11% 131
2025
Q1 		$1.16M Buy
4,522
+257
+6% +$69.6K 0.09% 139
2024
Q4 		$1.15M Sell
4,265
-26
-0.6% -$7.04K 0.1% 138
2024
Q3 		$1.13M Buy
4,291
+12
+0.3% +$3.04K 0.09% 142
2024
Q2 		$1.07M Buy
4,279
+261
+6% +$62.7K 0.09% 141
2024
Q1 		$963K Buy
4,018
+76
+2% +$17.4K 0.09% 142
2023
Q4 		$860K Buy
3,942
+1
+0% +$204 0.08% 149
2023
Q3 		$771K Hold
3,941
– – 0.08% 156
2023
Q2 		$799K Sell
3,941
-376
-9% -$72.1K 0.1% 139
2023
Q1 		$806K Sell
4,317
-164
-4% -$29.9K 0.09% 160
2022
Q4 		$781K Buy
4,481
+20
+0.4% +$3.51K 0.09% 166
2022
Q3 		$730K Buy
4,461
+543
+14% +$98.7K 0.08% 156
2022
Q2 		$675K Buy
3,918
+1
+0% +$188 0.07% 165
2022
Q1 		$817K Sell
3,917
-163
-4% -$33.5K 0.08% 155
2021
Q4 		$902K Buy
4,080
+2
+0% +$429 0.08% 138
2021
Q3 		$819K Hold
4,078
– – 0.08% 143
2021
Q2 		$819K Buy
4,078
+1
+0% +$195 0.08% 143
2021
Q1 		$755K Buy
4,077
+1
+0% +$181 0.08% 141
2020
Q4 		$716K Buy
4,076
+1
+0% +$166 0.08% 144
2020
Q3 		$638K Buy
4,075
+221
+6% +$34.1K 0.09% 143
2020
Q2 		$551K Hold
3,854
– – 0.08% 143
2020
Q1 		$456K Hold
3,854
– – 0.08% 137
2019
Q4 		$570K Hold
3,854
– – 0.1% 129
2019
Q3 		$525K Hold
3,854
– – 0.1% 127
2019
Q2 		$519K Hold
3,854
– – 0.1% 127
2019
Q1 		$500K Hold
3,854
– – 0.1% 126
2018
Q4 		$443K Hold
3,854
– – 0.1% 127
2018
Q3 		$515K Hold
3,854
– – 0.12% 114
2018
Q2 		$481K Sell
3,854
-47
-1% -$5.84K 0.13% 110
2018
Q1 		$473K Hold
3,901
– – 0.14% 111
2017
Q4 		$478K Sell
3,901
-1
-0% -$119 0.13% 113
2017
Q3 		$450K Sell
3,902
-16
-0.4% -$1.81K 0.13% 115
2017
Q2 		$435K Sell
3,918
-52
-1% -$5.72K 0.13% 106
2017
Q1 		$429K Buy
3,970
+17
+0.4% +$1.81K 0.13% 107
2016
Q4 		$405K Buy
3,953
+21
+0.5% +$2.1K 0.12% 101
2016
Q3 		$390K Buy
3,932
+20
+0.5% +$1.98K 0.13% 94
2016
Q2 		$375K Buy
3,912
+16
+0.4% +$1.52K 0.14% 97
2016
Q1 		$366K Buy
3,896
+17
+0.4% +$1.52K 0.19% 71
2015
Q4 		$363K Sell
3,879
-363
-9% -$34.2K 0.18% 77
2015
Q3 		$373K Buy
4,242
+17
+0.4% +$1.59K 0.21% 62
2015
Q2 		$401K Hold
4,225
– – 0.2% 59
2015
Q1 		$402K Buy
4,225
+328
+8% +$31.1K 0.21% 55
2014
Q4 		$368K Sell
3,897
-859
-18% -$79.3K 0.19% 56
2014
Q3 		$430K Buy
4,756
+20
+0.4% +$1.82K 0.25% 41
2014
Q2 		$426K Buy
+4,736
New +$414K 0.25% 40
2014
Q1 		– Sell
-4,699
Closed -$398K – 96
2013
Q4 		$398K Buy
+4,699
New +$382K 0.24% 42

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FAS Wealth Partners's VV Position: Q2 2026 in Review

FAS Wealth Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q2 2026, buying an estimated $334 and bringing the position to 4,349 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #156.

FAS Wealth Partners first reported a position in VV in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.55M in Q2 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • FAS Wealth Partners held 4,349 shares of Vanguard Morningstar Large-Cap ETF worth $1.5M as of Q2 2026.
  • FAS Wealth Partners bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of FAS Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • FAS Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • FAS Wealth Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.55M in Q2 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.